| 2010 Education Index |
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| Registration |
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Click on the name of the workshop for location, date, time, and registration instructions. All workshops are free of charge.
If you need to cancel a registration, please call Customer Service at 503-598-7377 or e-mail PERS.CANCELLATIONS@STATE.OR.US.
Click here for information about parking at PERS headquarters in Tigard.
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| Retiring Within 90 Days |
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Retiring within 90 days? Would you like to meet individually with a PERS counselor? Schedule a one-on-one Retirement Application Assistance Session (RAAS) with a PERS counselor.
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| Group Counseling Sessions |
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One-Year PERS Presentation
For Tier One and Tier Two members within one year of retirement.
Topics:
¨ Individual Account Program (IAP)
¨ Retirement eligibility
¨ Calculating the retirement benefit
¨ Review of benefit estimate
¨ Retirement option choices
¨ Work after retirement limitations
¨ Health insurance
¨ Cost-of-living adjustments
¨ Taxes
¨ Review of Retirement Application forms
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One-Year PERS Presentation with Financial Planning*
For Tier One and Tier Two members within one year of retirement.
Adds:
¨ Social Security
¨ Medicare
¨ Income and distribution planning
¨ Coordinating PERS benefit with other income sources
¨ Planning for changing income and expense needs
¨ Investment strategies for retirement
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Five-Year PERS Presentation
For Tier One and Tier Two members within five years of retirement.
Topics:
¨ Individual Account Program
¨ Regular and variable accounts
¨ Review of the PERS benefit calculator
¨ Retirement benefit information
¨ Work after retirement limitations
PERS also offers an online version of this counseling session.
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Five-Year PERS Presentation with Financial Planning*
For Tier One and Tier Two members within five years of retirement.
Adds:
¨ Investment strategies for retirement
¨ Risk management
¨ Social Security
¨ Coordinating PERS benefit with other income sources
¨ Review of the PERS benefit calculator
¨ Taxes, estate planning, and more
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* Financial planning information is provided by PERS education partner, VALIC.
Mid-Career Presentation
For Tier One and Tier Two members who are more than five years away from retirement.
Topics:
¨ The Individual Account Program (IAP)
¨ Retirement benefit calculator
¨ Planning for the future
¨ Understanding your retirement income
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OPSRP Early Career Presentation
For Oregon Public Service Retirement Plan (OPSRP) members.
Topics:
¨ OPSRP overview, for members hired on or after August 29, 2003
¨ OPSRP membership details and benefits
¨ The Individual Account Program (IAP)
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Completing Your Retirement Forms
For Tier One and Tier Two members retiring within the year, this hour-long, live, interactive internet-based session provides details on which forms are required and the appropriate way to fill out the PERS service retirement application and the Individual Account Program forms.
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OSGP Workshops
Oregon Savings Growth Plan workshops include:
Wealth Builder - Describes what the OSGP is, how it works, and why it is a valuable tool to use to accumulate dollars for retirement. The seminar discusses benefits of tax-deferred investing, OSGP investment options, and enrollment information.
Planning & Investing - Helps participants calculate long-term savings goals, review the nine investment options, and create personal investment strategies.
How Much Should I Save? helps interested individuals calculate a savings goal based upon current income and estimates of pension, social security, and other retirement investments.
Understanding Investments helps participants understand the different types of asset classes to invest in, reviews the nine investment options available in OSGP, and helps participants create personal investment strategies.
OSGP Highlights and Enrollment helps interested individuals understand the features and benefits of OSGP and how to complete the enrollment forms.
The Retirement Seminar - For participants within five years of retirement or who have severed employment and includes the catch-up provision; pay-out options; IRS requirements; and the impact of new tax laws upon retirees, time frames, and forms completion.
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Long-Term Care Insurance
Schedule of long-term care informational meetings for 2010. Notice: Pre-registration is not required for a long-term care informational meeting.
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